DBRC
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D.B. Root & Company’s Nu Holdings NU Stock Holding History

D.B. Root & Company’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,588
Closed -$177K – 204
2025
Q4 		$177K Buy
+10,588
New +$170K 0.04% 188
2025
Q3 		– Sell
-11,832
Closed -$162K – 196
2025
Q2 		$162K Buy
+11,832
New +$142K 0.05% 189

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.B. Root & Company's NU Position: Q1 2026 in Review

D.B. Root & Company sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 10,588 shares — an estimated $177K sold.

D.B. Root & Company first reported a position in NU in Q2 2025 and held it in 2 quarters. The position peaked at $177K in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • D.B. Root & Company reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • D.B. Root & Company sold 10,588 Nu Holdings shares in Q1 2026, an estimated $177K.
  • D.B. Root & Company first reported a position in Nu Holdings in Q2 2025 and held it in 2 quarters.
  • D.B. Root & Company's Nu Holdings position peaked at $177K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.